About INDEX
OneFund S&P 500 is a mutual fund designed to closely replicate the total return of the S&P 500 Equal Weight Index before fees and expenses. Its primary function is to provide investors exposure to the performance of 500 leading large-cap U.S. companies, spanning diverse sectors chosen for their market size, liquidity, and industry representation. Unlike traditional S&P 500 strategies that are weighted by market capitalization, this fund equally weights its holdings, giving each company a comparable impact on overall returns and offering a unique risk and return profile compared to cap-weighted counterparts.
Notably, the fund emphasizes shareholder engagement through its "Index Voting Choice" feature, allowing investors a direct voice in proxy voting decisions, an uncommon approach among index funds. OneFund S&P 500 maintains a low expense ratio and has a minimum initial investment, making it accessible for a broad range of investors. It is widely recognized for its role as a core portfolio building block, serving those seeking diversified exposure to U.S. equities and offering a cost-effective, transparent index-tracking investment solution.
Fund Family CYBER HORNET TRUST
Category Large Blend
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol INDEX
Share Class No Load Shares
Index S&P 500 Equal Weighted Index
INDEX had a total return of 14.25% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.26%.